Resource Team Leader

1 week ago

Lethbridge, Alberta, Canada Sun Life Full time

Job Summary:

The Resource Team Leader (RTL) is a key leadership role within Sun Life, responsible for providing strategic direction and operational oversight to a team of Financial Centre Administrators. The RTL's primary objective is to enable Advisors, Advisor staff, and managers to identify learning needs and deliver defined Sun Life requirements, tools, technology, and administrative process training, in partnership with District Directors and aligned with Head Office Professional Development programs.

Key Responsibilities:

  • Lead the operational effectiveness of Financial Centre locations, including premises, technology, administration, advisor office management, and client management processes.
  • Assess advisor learning needs and recommend training required to meet the needs.
  • Enable technology adoption, working in partnership with the Distribution Digital Office and Management team.
  • Coordinate the Financial Centre training program based on the needs of the centre.
  • Deliver initial and ongoing advisor training, prepare training schedules, and arrange for presenters.
  • Provide training on various sales support systems, including technology, product, and procedures, through group training or one-on-one sessions.
  • Provide just-in-time PC troubleshooting to resolve technology problems.
  • Provide just-in-time information on insurance products and procedures.
  • Deliver training on compliance and market conduct topics as required.
  • Oversee administrative processes, operating within national policies, to drive efficiency and effectiveness across locations.

Requirements:

  • Strong client relationship skills and a client-centric mindset.
  • Leadership experience, with a proven track record of coaching, leading, and influencing teams.
  • Ability to multitask, prioritize, and work in a fast-paced, demanding, and constantly changing environment.
  • Sound coaching, performance management, and influencing skills.
  • Presentation and facilitation skills, with the ability to learn and create an atmosphere to motivate others to learn.
  • Strong influence and communication skills (written and oral).
  • Ability to work in a matrix environment.
  • Committed to ongoing personal and professional development.
  • Excellent PC skills (Windows Operating System, Microsoft Office, Salesforce).
  • Ability to work independently and with all members of the Financial Centre Team.
  • University degree with 3-6 years of experience or an equivalent combination of education and experience.

What We Offer:

  • A high-performance culture that values collaboration and continuous improvement.
  • A supportive working environment that promotes health, wellness, and work-life balance.
  • A talented and diverse workforce, with opportunities for career growth and development.
  • A company that champions innovation and excellence, with a rich history and heritage.

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